Apple iPhone Duo Foldable Sells Out at Launch; Only Apple.com and Tmall Still Taking Orders

The sellout matters less as a demand signal than as a distribution signal: Apple's first foldable is being allocated through its own channels and a single Chinese marketplace, while other platforms stall out. That concentration shapes who can actually get the device early and gives Apple tighter control over pricing and resale narrative during the launch window. The question worth watching is whether supply catches up before the Double 11 promotional period, or whether scarcity becomes the story through the shopping festival.